What is important to you?

Financial security is achieved through thoughtful goal setting, careful planning and disciplined execution. I ask the questions which allow you to articulate your goals. I collaborate with you to create a tailored strategy to achieve those goals and provide guidance to execute your plan.

With over 23 years of experience at Edward Jones, I have successfully guided clients through recessions, retirement, unexpected deaths, inheritance and other life changes. I hold a bachelor's degree in business administration from Portland State University. In addition, I hold the CFP® certification and the ChFC® designation.

In 2023, I was named regional leader and a principal of Edward Jones. In that capacity, I am responsible for leading approximately 60 branch teams.

I am an active member of the East Portland Rotary Club. I have led committees, served on the board of directors and spent three years as the president of the Club's Foundation. I work with a variety of other community organizations.

I am supported by branch office administrators, Karen Hofler and Hayley Renzema. Karen joined Edward Jones in 2003. Hayley joined our office in 2021. Both are dedicated to providing the highest level of service and client support.

Our focus is on you, because your financial needs are uniquely your own. Our office is supported by industry-recognized analysts and strategists, in addition to a staff of thousands, dedicated to helping you identify your goals, create a tailored strategy to achieve them and provide the ongoing guidance you need for your financial security.

Focus areas

  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Intergenerational Planning
  • Charitable Giving
  • LGBT Finances
  • Divorce Finances

My Personal Interests

  • Skiing
  • Traveling
  • Volunteering
  • Cooking
  • Scuba Diving

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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